Customer Search

Use the Customer Search feature to search for customers by Alpha name, Contact, phone, customer code, customer class, or ship-to order. Select the appropriate tab to view customer information in the desired order.

You can access the Notes Entry window from the View menu option. Click View>Notes from the menu bar. You can display notes information in customer searches by adding the Notes column under the Options>Preferences menu option.

You can select the Ship-to button to display Ship-To information for all customers. You can select from Ship-To, Ship-To Name, or Zip Code order tabs to see customers. You can filter on State and Salesperson/Territory. Double click a line in the browser to select a customer or click Cancel to return to the Customer search.

For details about using the Go to and filters options, refer to the Search Features topic in FACTS Basics.